See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,652 | $126,519-60.0% | $106,201-52.3% | $145,959-65.3% |
| Participation rate | 63.6% | 77.7%-14.0pp | 75.3%-11.7pp | 80.3%-16.6pp |
| Annual return | 9.18% | 225.10%-215.9pp | 116.26%-107.1pp | 561.95%-552.8pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,494 | $5,716-38.9% | $5,012-30.3% | $6,689-47.8% |
| Admin fee / account holder | $4,082 | $17,312-76.4% | $11,039-63.0% | $13,398-69.5% |